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Executive Assistant

Executive Assistant

MagnitSt. Petersburg, FL, United States
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  • High School diploma and 4-6 years of experience in providing secretarial and administrative support to executives at a senior vice president / department head level in a major function within a large financial planning, investment management or other financial services environment.
  • Provides the full spectrum of support to two or more SVPs within the Technology organization
  • Maintains confidentiality
  • Provides executive support including answering telephones; assisting visitors; and resolving and / or referring a range of administrative problems and inquiries
  • Schedules and coordinates meetings, events, lunches, interviews, appointments and / or other similar activities, which may include coordinating travel and lodging arrangements
  • Responsible for the procurement of office supplies and kitchen supplies, which includes unpacking and backfilling the kitchen and supply cabinets on the organizations floor
  • Assist with hoteling issues that may arise throughout the day within the executive’s organization. This may include but not limited to physically going to a workstation on the floor and troubleshooting the issue, correcting the issue with known fixes, reaching out to End User Support for replacement of equipment, etc
  • Submit expense reports weekly and reconcile Corporate American Express accounts of the executives
  • Sorts, screens, reviews and distributes incoming and outgoing email
  • Build strong professional relationships with colleagues within the IT Admin Team and within the firm
  • Knowledge of :

    • Organizational policies and practices
    • Confidentiality policies
    • Investment concepts, practices and procedures used in the securities industry
    • Principles of banking and finance and securities industry operations
    • Terminology of financial markets and technology products
    • Skill In :

    • Performing a range of executive support activities for a senior vice president of a major organizational functional area
    • Answering telephones and assisting visitors
    • Prepare, transcribing, composing, typing and editing correspondence, agendas and minutes and other documents
    • Scheduling and coordinating meetings, events, interviews and appointments
    • Preparing reports
    • Establishing and maintaining files, databases and other records
    • Performing routine analyses and calculations involved in preparing reports
    • Sorting, screening and distributing email
    • Microsoft 365 Software Applications, Concur, Viso, MS Teams, Zoom, standard office equipment
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    Executive Assistant • St. Petersburg, FL, United States